+1,256.8%
WDC vs HAS
+44.2%
+1,212.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.5% | +6.4% | +6.0% |
| 7D | +1.7% | -1.8% | +3.5% | +2.4% |
| 30D | -10.0% | +2.3% | -12.2% | -10.8% |
| 3M | -18.8% | +10.4% | -29.1% | -22.1% |
| 6M | +79.0% | -3.2% | +82.3% | +78.8% |
| YTD | +171.6% | +15.4% | +156.1% | +150.8% |
| 1Y | +417.4% | +18.8% | +398.6% | +371.8% |
| All | +1,256.8% | +44.2% | +1,212.6% | +1,029.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling